Tracy Warren Rogers
Investment adviser representative at Old Port Advisors
22 yearsExperience
2 statesRegistered in
$782.8MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Old Port Advisors, IncSep 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Old Port Advisors
Legal name: Old Port Advisors, Inc
$782.8MAssets managed
856Clients
11Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4178132
- Firm CRD
- 108228